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Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout

June 12, 2025 Jeffrey Burt 0

Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …

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Supermicro Aspires To Be A $10 Billion Server Maker

February 3, 2023 Timothy Prickett Morgan 4

Supermicro has always been an interesting IT supplier for the datacenter, and it is getting more interesting by the year as it continues to grow very fast and has set itself a goal of break $10 billion in annual sales, which would put Supermicro behind only Dell and Hewlett Packard Enterprise, on par with Inspur, and ahead of

Since the advent of the X86 server market thirty years ago, Supermicro has been unique among its server making peers in a number of ways. …

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The Inevitable Slowdown In Server Spending

September 5, 2019 Timothy Prickett Morgan 1

It had to happen sooner or later, and really, the wonder is that it hasn’t already happened, given the nature of the infrastructure buildouts at hyperscalers and cloud builders, the skittishness of enterprises due to the trade war between the United States and China, the uncertainty in Europe over the British exit, and general concern with macroeconomic issues because it has now been almost twelve years since the last recession. …